Groupama Asset Managment Boosts Position in UnitedHealth Group Incorporated $UNH

Groupama Asset Managment lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 3.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 64,882 shares of the healthcare conglomerate’s stock after buying an additional 2,203 shares during the quarter. Groupama Asset Managment’s holdings in UnitedHealth Group were worth $22,404,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of UNH. Brighton Jones LLC increased its holdings in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $340,000. WBI Investments LLC grew its holdings in shares of UnitedHealth Group by 348.5% during the second quarter. WBI Investments LLC now owns 2,709 shares of the healthcare conglomerate’s stock worth $845,000 after purchasing an additional 2,105 shares in the last quarter. Finally, Inspire Advisors LLC raised its stake in UnitedHealth Group by 12.1% in the second quarter. Inspire Advisors LLC now owns 1,840 shares of the healthcare conglomerate’s stock valued at $574,000 after purchasing an additional 198 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on UNH. Wells Fargo & Company cut their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. JPMorgan Chase & Co. lowered their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Weiss Ratings cut UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. Finally, Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Performance

NYSE UNH opened at $284.03 on Thursday. The firm has a market cap of $257.81 billion, a price-to-earnings ratio of 21.53, a PEG ratio of 1.32 and a beta of 0.41. The company has a 50-day simple moving average of $299.84 and a two-hundred day simple moving average of $324.69. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the previous year, the company posted $6.81 EPS. UnitedHealth Group’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.